WR WEALTH PLANNERS LLC
Adviser information for WR WEALTH PLANNERS LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 15 |
| Licensed Agents of an Insurance Company | 17 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,070 | $482.2M |
| Non-Discretionary | 0 | $0 |
| Total | 3,070 | $482.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,072 | $173.4M |
| HNW Individuals | 132 | $285.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $4.0M |
| Charitable organizations | 2 | $4.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $100,071 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $15.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 20 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118523 |
|---|---|
| SEC ERA File Number | 801-118523 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306951 |
| Legal Entity Identifier | None |
Principal Office
200 E. SOUTHAMPTON DRIVESUITE 101
COLUMBIA
MO
United States
Monday - Friday, 8:00 AM- 5:00 PM
Tel: 573-875-3939, Fax: None
Chief Compliance Officer
CARROLL WILKERSON
CCO
200 EAST SOUTHAMPTON DRIVE
SUITE 101
COLUMBIA
MO
United States
Tel:
573-875-3939
C******@***********M
(Full email address available in API data)
Industry Affiliates
| THE W GROUP | Insurance company or agency |
| WR TAX PLANNERS LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILKERSON, CARROLL, WAYNE | Individual | – | MANAGING MEMBER, CCO | 01/2017 | 50-75% |
| REYNOLDS, JARED, WAYNE | Individual | – | MANAGING MEMBER | 01/2017 | 50-75% |
| Hamilton, Justin | Individual | – | CHIEF INVESTMENT OFFICER | 05/2023 | < 5% |
| McClennon, Carmen | Individual | – | CHIEF OPERATIONS OFFICER | 01/2023 | < 5% |